05
Oct
Panel: Thought Leadership - AI & Machine Learning and the revolutionary effect on the Investment community
AI and machine learning have disrupted the investment landscape at a pace we have never seen before and will undoubtedly revolutionize the industry- and those who fail to adopt it will fall behind. Improved decision-making, optimized operational efficiencies and enhanced deal sourcing are only a few benefits that await firms who are quick to adopt AI/ML tools and platforms, enabling them to capitalize on new opportunities, and ultimately, generate higher returns for their investors. Questions, however, remain around portfolio disruption, data privacy issues, and ethical concerns. Our panel will analyse, debate and unpack this new and exciting part of the investment landscape.
- What is the impact of generative AI and what are the potentials and pitfalls to be aware of?
- How will artificial intelligence transform deal sourcing and due diligence?
- What do advances in AI mean for the internal operations of firms?
- What does the current trajectory for AL/ ML mean for investors as we head into 2024?
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SpeakersRyan Terpstra Chief Product Officer ION ANALYTICSClint Coghill Head of Investors ION ANALYTICS (BACKSTOP)
Jeffrey Klein Managing Director, Private Equity Performance Group Alvarez & Marsal
Will Ballard CEO Civitas Learning
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Ryan Terpstra is the Chief Product Officer of ION Analytics and the former Chief Technology Officer of Acuris. Prior to that, he was the Founder & CEO of Selerity, an AI-powered contextual search and analytics company, until its successful sale to Dealogic, an ION Analytics company. Before Selerity, Terpstra held several senior roles at Thomson Reuters, including Director of Quantitative News and Senior Strategist in the Corporate Strategy group. Terpstra also worked for the World Economic Forum in the Center for Global Industries, where he worked on projects for the Forum's financial services and alternative investment members. He was recognized as a New York Power 30 Under 30 and holds a B.A. in Finance & Entrepreneurship, graduating with honors from Miami University (Ohio).
Mr. Klein has deep expertise developing and executing investment thesis-aligned 100-day IT plans and executing mission critical initiatives. With more than 20 years of experience delivering IT governance and strategy projects and financial reporting, Mr. Klein’s unique background encompasses public accounting, operations and technology. He has led multiple IT and applications strategies (rationalization, selection, implementation and remediation) focused on financial applications, ERP, HRMS, CRM, portal, custom development, and cross-system reporting and integration.
Mr. Klein also brings extensive experience in financial reporting engagements focused on improving executive information and expanding managerial reporting (analysis, forecasting and consolidation); order to cash, procure to pay and inventory management engagements focused on process improvements, increased controls and enhanced use of technology; and flash reporting and managerial reporting for private equity investors focused on speed, accuracy, control and automation.
Mr. Klein has significant expertise with M&A-related engagements focusing on accounting applications, accounting processes and IT due diligence, post-merger integration and IT staff rationalization. He has extensive experience as well with PMO’s focused on large-scale application development and rollout, change management and organizational restructuring.
Prior to joining A&M, Mr. Klein was a Director with the Technology Risk practice at Protiviti, focused on IT operations, IT diligence and large-scale project assessment and management. Previously, he worked with Deloitte Consulting, focusing on ERP and CRM implementations. He was also a member of with the CIO Services practice of Deloitte, assisting helping senior IT executives craft and execute business changing initiatives.
Mr. Klein earned a bachelor’s degree in accounting and finance from the American University Kogood School of Business.
Will Ballard is CEO of Civitas Learning, which provides SaaS analytics and AI to higher education partners that boost persistence and on time completion. Prior to Civitas, Will was CTO of GLG, the world’s largest expert network, where search and AI power matching experts with clients to solve pressing business problems. Prior to GLG, Will was EVP of Technology for Demand Media, a pioneer in AI content generation, creating demand driven models to decide which content to write, and where to host it to maximize ad revenue.